If your firm has been using LawToolBox via our Centerbase integration and have Office 365 you qualify to upgrade to our M365 version of LawToolBox. Matters and deadlines will be imported into the new account.
- Part 1: Admin Portal Verification
- Firm Settings
- M365 Groups & DMS enablement
- Users > Audit
- Part 2: App Portal Matter Activation
- Click "Add Calculation"
- Assign state and ruleset
- Verify users
- Sync deadlines (if status bar available)
Part 1: Admin Portal Verification
Before proceeding please check the following:
1. admin.lawtoolbox.com > firm > settings
2. admin.lawtoolbox.com > user > audit
Resolve any errors if any users are invalid:
Part 2: App Portal Matter Activation
Go to app.lawtoolbox.com > sign in as the designated central docketing user or a shared user
Identify all matters that contain:
a) Status bar (priority)
b) General Matters - Unassigned (Select Later)
Before:![]() | After:![]() |
Activating Matters
- Click "Add Calculation"
- Assign state and ruleset
- Verify users
- Sync deadlines (if status bar available)
Step-by-step:
Click "Add Calculation" | ![]() |
Assign state and ruleset | ![]() |
Verify users (auto redirect) | Note: Please wait on the user screen until pop-ups are resolved: |
Sync deadlines Click matter name > Deadline Chart Click Sync > Add Selected | ![]() ![]() |
Repeat until all show as green:
Before:![]() | After:![]() |
All future deadlines:
Added to your outlook as seen below
New matters:
Use Matter Actions > Sent Matter to LawToolBox